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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-01-19
  • CA RA
    APPROVED
    Since 2024-01-19

Branch Locations

22800 Savi Ranch Pkwy Suite 222, Yorba Linda, CA 92887 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Woodbury Financial Services El Segundo CA 10/2016 01/2024
Extended Travel El Segundo CA 06/2016 09/2016
Osaic Wealth, Inc. Yorba Linda CA 01/2024 Present
  • 10/2016 → 01/2024
    Woodbury Financial Services
    El Segundo, CA
  • 06/2016 → 09/2016
    Extended Travel
    El Segundo, CA
  • 01/2024 → Present
    Yorba Linda, CA
Previous Registrations
  • 2020-09-22 → 2024-01-19
    Woodbury Financial Services, Inc.
    Yorba Linda, CA
Other Businesses

1. WEBER WEALTH ADVISORS POSITION: Registered Representative NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 120 START DATE: 05/11/2020 ADDRESS: 22800 Savi Ranch Pkwy, Yorba Linda CA 92887, United States DESCRIPTION: All duties of a registered representative. This is a marketing name for the services we preform with Woodbury Financial Services. 2. KYLE WEBER, MARK WEBER, VIOLETA WEBER POSITION: Airbnb house NATURE: Single family house in Tempe AZ held in the trust of Mark and Violeta Weber and Kyle Weber as individual. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2022 ADDRESS: 726 w. 19th st., Tempe AK 85281, United States DESCRIPTION: This is an Airbnb house in Tempe Arizona. We have a manager who handles all the inquiries and reservations. This manager deals with any tenant issues and repairs to the property. 3. AIR BNB POSITION: Owner NATURE: This is a rental property listed on Airbnb. This will be managed by property manager. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2024 ADDRESS: 375 Glen Drive, Greenehaven AZ 86040, United States DESCRIPTION: Keeping an updated expense report and filing taxes. 4. AIRBNB POSITION: owner NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 04/30/2025 ADDRESS: 545/555 N. Anasazi Dr., Page AZ 86040, United States DESCRIPTION: Two properties will by built on lots 545 and 555. we have a manager who will oversee the building and report to me. This project will start in May and end in November. These properties will be turned into two separate Airbnbs and will be managed by an outside group.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-29
S63 Uniform Securities Agent State Law Examination 2017-01-05
  • S65 Uniform Investment Adviser Law Examination
    2020-08-29
  • S63 Uniform Securities Agent State Law Examination
    2017-01-05
Other Names
  • Kyle Weber

View on SEC IAPD

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